Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
December 12, 2018
How Advisors on Each Coast Help Clients Navigate New Tax CodeHow two advisors in high tax states are being proactive with clients on the new tax law, especially the SALT fallout.
December 12, 2018
10 Key Alpha Drivers in Impact Investing: StudySocial responsible investing includes unique drivers that gives it more impact to its focus.
December 12, 2018
Donations Surge When 'Everybody's Doing It': StudyResearchers looked to social psychology to understand how and why people give, looking at women's issues in particular.
December 10, 2018
RBC Adds Responsible Investing Leaders, Financial Abuse Prevention UnitThe firm has also signed on to SIFMA's Senior Investor Protection Toolkit initiative.
December 10, 2018
Performance Penalty for Responsible Investing is 'Unequivocally' a Myth: MercerAlex Bernhardt, who leads Mercer's Responsible Investment team, explains why investors should let this fear go.
December 07, 2018
Donors Want Level Playing Field for Private Foundations, Donor-Advised FundsMany donors and advisors see these vehicles as nearly interchangeable, yet they receive different regulatory and tax treatment.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.
December 04, 2018
Trust Matters When Investing in CompaniesA special report from the Edelman Trust Barometer found 67% of global institutional investors stated trust was key to investment choices, and that meant good governance.
December 03, 2018
How Ivy League Endowment Performance Stacked UpFor the first time in the 20 years of available data, a 60–40 portfolio outpaced all Ivies in terms of 10-year performance, Markov Processes International reported.
November 30, 2018
How Advisors Can Lure Wealthy Prospects Away From RivalsBeing a "dangerous competitor" doesn't mean being nasty or cutthroat, Anthony Iannarino tells ThinkAdvisor.